Proprietary deal flow, structured risk models, and supply-chain telemetry — built for the analysts, allocators, and operators underwriting the next decade of fusion capital.
Built from primary documents, regulatory filings, patent dockets, and a proprietary network of operators. Updated continuously.
Seed & Series A activity surfaced weeks before the announcement cycle.
33 developers × 28 underwriting dimensions, refreshed weekly.
HTS conductor capacity, lead times, and the hardware gating timelines.
For VC associates, supply-chain managers, and technical researchers underwriting fusion exposure.
For sovereign wealth funds, major VC firms, and DoD contractors operating across multiple desks.
Grandfathered pricing · Annual renewal · No automatic re-pricing
VC associates, family office principals, supply-chain managers at hyperscalers, and technical researchers at national labs. If you are building a position or a thesis on fusion, this is for you.
The newsletter is the surface. The terminal is the substrate — primary documents, scored risk models, supplier-by-supplier capacity, founder movement, and pre-announcement rounds.
The price. Forever. You will never be re-priced as the product scales. The 50 founding seats are issued once and never re-opened at this rate.
Yes — Terminal License includes REST endpoints, webhooks, and Parquet/CSV/JSON exports for internal models. SSO and custom feeds available.